See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,737 | $104,106-92.6% | $71,086-89.1% | $135,375-94.3% |
| Participation rate | 46.2% | 65.7%-19.5pp | 54.7%-8.5pp | 82.6%-36.5pp |
| Annual return | -12.03% | 1256.30%-1268.3pp | 650.59%-662.6pp | 519.73%-531.8pp |
| Employer contribution / active EE | $762 | $1,485-48.7% | $1,088-30.0% | $4,779-84.1% |
| Participant deferral / active EE | $2,062 | $2,527-18.4% | $1,874+10.0% | $5,609-63.2% |
| Admin fee / account holder | $128 | $4,142-96.9% | $3,082-95.8% | $10,827-98.8% |